← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Russell Investments Group London, United Kingdom	$489M	+$122M	9	0.83%	Increased
52	Bank of Montreal Toronto, Ontario, Canada	$477M	+$122M	7	0.22%	Increased
53	1WCM 12 West Capital Management New York	$464M	-$84.2M	1	21.14%	Reduced
54	Parametric Portfolio Associates Seattle, Washington	$453M	+$29.3M	9	0.26%	Increased
55	Janus Henderson Group London,	$430M	-$33.4M	6	0.19%	Reduced
56	BC Partners Advisors New York	$426M	+$431M	1	1.79%	New
57	Swedbank Stockholm, Sweden	$423M	-$67M	6	0.79%	Reduced
58	Wells Fargo San Francisco, California	$402M	+$9.29M	11	0.09%	Increased
59	Aspex Management (HK) Central, Hong Kong	$400M	+$107M	1	13.34%	Increased
60	Alkeon Capital Management New York	$378M	-$920K	1	0.64%	Reduced
61	Lasalle Investment Management Securities Baltimore, Maryland	$362M	-$38.9M	3	11.75%	Reduced
62	Citigroup New York	$358M	-$28.3M	10	0.21%	Reduced
63	Neuberger Berman Group New York	$350M	-$20.8M	6	0.31%	Reduced
64	ACI AMP Capital Investors Sydney, Australia	$348M	+$165M	6	1.92%	Increased
65	Raymond James & Associates St Petersburg, Florida	$340M	+$41.8M	6	0.31%	Increased
66	ACM AEW Capital Management Boston, Massachusetts	$338M	+$162M	2	10.06%	Increased
67	HSBC Holdings London, United Kingdom	$316M	+$24.7M	9	0.32%	Increased
68	Prudential Financial Newark, New Jersey	$315M	+$54.6M	4	0.44%	Increased
69	SEI Investments Oaks, Pennsylvania	$300M	+$65.7M	11	0.63%	Increased
70	Duff & Phelps Investment Management Chicago, Illinois	$297M	-$7.7M	3	3.87%	Reduced
71	CC Cederberg Capital London, United Kingdom	$294M	+$18.7M	2	38.17%	Increased
72	Asset Management One Tokyo, Japan	$291M	-$25.9M	7	1.11%	Reduced
73	Blackstone Inc New York	$290M	+$131M	3	0.65%	Increased
74	BAMCO Inc New York	$280M	-$153M	3	0.63%	Reduced
75	Sarasin & Partners London, United Kingdom	$271M	-$11.2M	2	2.73%	Reduced